K1 Creator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. I'd like to be able to see a preview of each investors' K-3 data (similar to the existing K-1 data preview) before generating their K-3 PDF How wi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. I'd like the ability to choose which capital accounts I'd like to use in my project/legal entity. How will this idea help you and potentially othe...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Setting calculation defaults is confusing as it has to be done after other project/entity setup steps but precedes them in the workflow in terms o...

Be able to calculate and create State Apportionment tables for investors

For additional partnership and partner information in scenario builder, it would be helpful to understand where on the tax form each line maps so I can understand where to enter data to get the expected output on the PDF. This has been built as a ...